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Anthony James Aldridge

FBL WEALTH MANAGEMENT, LLC·WEST DES MOINES, Iowa
SIE, Series 99Clean recordFBL WEALTH MANAGEMENT, LLC
5400 UNIVERSITY AVENUE, WEST DES MOINES, IA 50266CRD# 5999478Firm CRD# 291396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony James Aldridge · WEST DES MOINES, IA
Registration
CRD #5999478 · FBL WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FBL WEALTH MANAGEMENT, LLC
CRD 291396 · SEC 801-113458
AUM
$9M
Regulatory assets under management
Employees
168
1 client accounts
Services offered by FBL WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FBL WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Anthony James Aldridge offer?
Anthony James Aldridge specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST DES MOINES, Iowa for a consultation.
What are Anthony James Aldridge's credentials?
Anthony James Aldridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony James Aldridge located?
Anthony James Aldridge is based in WEST DES MOINES, Iowa, working with FBL WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST DES MOINES metropolitan area and surrounding communities.
How does Anthony James Aldridge charge for services?
Anthony James Aldridge's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party management fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FBL WEALTH MANAGEMENT, LLC?
FBL WEALTH MANAGEMENT, LLC has approximately 168 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FBL WEALTH MANAGEMENT, LLC

Christopher Thomas Shryack
WEST DES MOINES, IA
Jennifer Lea Morgan
WEST DES MOINES, IA
Kelli Ann Eddy
WEST DES MOINES, IA
Michael Dean O'tool
WEST DES MOINES, IA
Bradley Alvin Hunt
WEST DES MOINES, IA
CFP
Clint James May
WEST DES MOINES, IA

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Nearby cities in Iowa
DES MOINES (87)CEDAR RAPIDS (60)DUBUQUE (46)FAIRFIELD (27)DAVENPORT (26)URBANDALE (12)WATERLOO (10)WAVERLY (9)CLIVE (9)AMES (8)
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Research
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